List View Management: User Manual

This guide explains how to customize and manage the different list views available to you within the platform.

1. Overview of List Views

Each list you access within the platform automatically displays a default view. However, you have the ability to create customized views tailored to your specific needs.

2. Customizing a List View

There are two primary ways to customize the content displayed in any list: selecting the filter and selecting the column.

Step 1: Filter the Data

To focus your list, begin by applying necessary filters:

1. Select the filter option.
2. Choose the criteria you want the list to display.
   • Example: You might decide you only want to see the findings that come from the risk register.
3. Once the filtering is applied, your list will be updated.

Step 2: Customize Displayed Columns

After filtering, you can adjust which columns appear in your new list view:

1. Select the column option.
2. Review the current columns and determine which ones are relevant.
   • You may decide you do not need to see all the default columns.
   • Example: You might want to remove a column like source.
3. Add any new columns that provide necessary data.
   • Example: You might choose to add a column related to risk, such as total risk register.
4. Once you have finalized the columns and filters, click Apply. This action creates a totally new list view.

3. Saving and Sharing a Custom View

If you are satisfied with the new custom list view, you can save it for future use.

1. Click Save List View.
2. Give the view a title (e.g., "risk register").
3. Determine sharing permissions:
   • Check the box next to the sharing option if you want to make this custom view available for everyone with user access.
   • Uncheck the box if you want the view to be available only for you.
4. After setting the title and sharing options, save the view.

4. Managing and Setting the Default View

Once you have saved a custom view, you can access and manage it easily.

1. Click the list menu.
2. You will see a list of available views, including the default view (which is automatic by the system) and your newly created custom view (e.g., "risk register view").
3. To set which view appears automatically when you log in, simply drag the order of the views in the list.

If you have any questions or require further assistance, please contact the support team at supportc1ris.com.